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Sales and intake
Every lead read, scored and routed before a rep sees it.
An AI lead qualification agent reads, enriches, scores and routes every inbound lead against your rules. It checks each decision before acting. A person sees only what it
Who it is for
Built for the team that does this by hand.
Sales teams where a rep spends the first hour of every day sorting form fills from job seekers
Firms whose inbound mixes buyers, students, partners and press, and where the wrong routing costs
Public-sector intake desks routing applications and requests to the right unit on the
What it does
Lead qualification agents, by the job.
Reads every submission
Form fills, replies, chat transcripts and referral emails are parsed into one record: who, which company, what they asked for, and how
Enriches from public sources
Company size, sector, technology and hiring signals pulled from the company's own pages and the data vendors you already pay for, with the source kept beside
Scores against your rules
Fit, urgency and budget signals scored on rules written with you and stored where you can read them. A rule change is a document edit, never
Routes, books or declines
Qualified leads land in the CRM with the reasoning attached and a meeting offered. Poor fits get a courteous reply. Anything uncertain goes to
How it is built
The build, in order.
Every system here is scoped as one bounded workflow with a written success metric and a kill threshold agreed before the build. The steps below are the ones specific to
Map the intake
Every channel a lead can arrive through, the fields each one carries, and the rules your best rep applies without thinking. Written down, then reviewed by
Shadow mode
The agent scores four weeks of real leads beside your team. Disagreements are read one by one, and the rules move until the agent and the rep agree on the
Go live on its own
The agent routes, replies and books inside your rules, checking each action before and after it runs. What it cannot clear goes to a person, and each resolution is written back into
Measure against the baseline
Speed to first reply, qualified rate, meetings held and win rate by source, reported beside the numbers from before the
In production at Strataigize
We run this ourselves.
Our own outbound engine qualifies every company on evidence before a person sees it: proof that it takes payments, an independent signal that it needs what we sell, and a contact that Canada's anti-spam law lets us use. A company that misses a gate is held with a written reason. The website's inline forms carry first-touch attribution into HubSpot the same way, so every lead arrives with the click that
Governance
How it checks its own work.
- Every reply and booking is checked against your rules before it goes out, and one that fails a check goes to a person with the reason
- Every score carries its reasons and its sources, readable in the CRM record it was written to
- Personal data moves under a written data flow, and nothing reaches a model provider your data agreement does not name
The rest of the posture is published on trust and security: client-granted access you can revoke, credentials in managed stores, an AI governance summary aligned to the NIST AI Risk Management Framework, our subprocessors, and a DPA on request. We do not hold SOC 2 and we say
Price
Published, not gated.
Pilot builds $25,000 to $60,000 fixed, production retainer from $8,000 per month. Every AI build starts with a $7,500 AI Opportunity Audit over two weeks that is credited toward the build if you proceed, and a pilot is one bounded workflow on your real data over 30 to 90 days with a written success metric and a
The full price list is on the pricing page, and the cost drivers, with the questions that expose a padded quote, are in how much AI agents cost in 2026.
Case studies
The work behind it, documented.
Appomate
Appomate: From 5% Qualified Leads to 80% in 30 Days
Strataigize Marketing
How Our Marketing Agency Uses AI Agents to Automate Busywork
Questions
Lead qualification agents, answered.
What is an AI lead qualification agent?
How is this different from lead scoring in HubSpot or Salesforce?
What does an AI lead qualification agent cost?
Related
Where this connects.
AI agent development · HubSpot and CRM implementation · Outbound
The other systems in the catalogue: outbound sales agents, customer support agents, document processing agents, internal knowledge assistants, ad optimization systems, client reporting automation, content engines, computer vision systems, mcp servers and agent-callable surfaces, always-on operations agents.
Teams we've
Clients include 3M, Jiffy Lube, Goodwill, Western University, Hino Motors, Lundin Mining, Extendicare, Calian, Wabtec, ARGO, and
Kleo
Goodwill
GameGo
Hino Motors
Sad Panda Studios
StoryNest
Blush Blush
Stoic Forge
Beyond Score
MyPetHealth
TaskHive
Sincere Notes
Voices in my Head
Black Top Cabs
BeNow Trader
Crystalyze
24/7 AI Health
Aero Imagery
RepairFind
Prepr
Guiding Light
Freestyle Dance Studio
First Step Mobility
Noa Coach
Pilot builds $25,000 to $60,000 fixed, production retainer from $8,000
Real ranges, published. Ad spend stays in your
Where this fits: see the Strataigize Growth System, the ladder every engagement
Talk to the build team about lead qualification agents
Name the workflow you want it to run and we reply within 24 hours with whether it is a fit, the bounded scope we would propose, and the
Start with one workflow.
A free 30-minute consult with the senior team names the workflow this system should run first and what it should cost, whether you build it with us
Canadian and looking at funding? How the BDC LIFT program works. Public sector? How we build for government.
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